Change Dashboard
The Changes dashboard provides an overview of the management of change (MOC, Management of Change) status: how many changes are underway, their current phase, how long they take to be implemented, their distribution by status, location and site, and how their creation and implementation evolve over time.
You will only see data from the companies, centres, sections and positions you have access to according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.
Key concepts
Section titled “Key concepts”Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.
Change (MOC). This is the unit counted in this dashboard. Each change is counted only once, even if it has several associated documents, authorisations or checks that could multiply the rows internally.
Change status. Each change progresses through a series of statuses during its lifecycle:
| Status | Meaning |
|---|---|
| Draft | The change is being prepared and has not yet been launched. |
| Created | The change has been created and is awaiting authorisation for its planning. |
| Planning | The change is in the planning phase. |
| Execution | The change is in the execution phase. |
| Implementation | The change has reached its implementation. |
| Rejected | The change has been rejected. |
Closed. A change is considered closed when it has reached its final status (implementation or completed). The closure percentage is the proportion of closed changes over the total.
Average duration. Days elapsed between the change creation date and its implementation date. Calculated only for changes that have already been implemented.
Change actions. Throughout its processing, each change accumulates three types of actions that must be completed:
- Documents: the documentation to be provided.
- Authorisations: the authorisations for planning, execution and implementation.
- Checks: the checks to be performed.
An action is pending while the document has not been provided, the authorisation granted, or the check performed. The dashboard compares pending actions with the total actions.
Active elements. Filters, charts and tables take into account whether the company, centre, section, position, activity or team remain active.
Scope permissions. The dashboard only includes changes from the companies, centres, sections and positions you have access to.
Chained filters. All filters are applied simultaneously to all cards, charts and tables.
Filters
Section titled “Filters”On the left side you will find the filters. Most allow multiple selection and include a search box.
| Filter | What it allows you to narrow down |
|---|---|
| Change status | Changes in a specific status. |
| Scope | Company, centre, section and position, hierarchically. |
| Activity | Changes of a specific activity. |
| Team | Changes of a specific work team. |
| Change responsible | Changes of a specific responsible person. |
| Site | Changes of a specific site. |
| Location | Changes of a specific location. |
| Creation date | The time period, according to the change creation date. |
Indicator cards
Section titled “Indicator cards”- Open and total changes: number of changes within the selected scope and filters.
- Pending and total actions: number of change actions (documents, authorisations and checks) that are pending, compared to the total actions.
- Average duration: average days elapsed between the creation of a change and its implementation.
Donut charts
Section titled “Donut charts”- Changes by status: distribution of changes according to their status.
- Changes by site: distribution of changes according to their site.
- Changes by location: distribution of changes according to their location.
Table: Changes by centre
Section titled “Table: Changes by centre”Compares centres and orders them according to their closure percentage.
| Column | What it shows | How it is calculated |
|---|---|---|
| Centre | The centre to which the changes belong. | — |
| % Closure | Percentage of closed changes. | Closed changes ÷ total changes. Accompanied by a coloured bar for quick centre comparison. |
| Total MOCs | Total changes of the centre. | Count of changes. |
| Open MOCs | Number of changes in the centre that have already reached their closing status (implementation or completed). | Count of closed changes. |
| % Documents | Percentage of documents provided. | Documents provided ÷ total documents. |
| % Authorisations | Percentage of authorisations granted. | Authorisations granted ÷ total authorisations. |
| % Checks | Percentage of checks performed. | Checks performed ÷ total checks. |
The percentage columns are accompanied by a coloured bar to facilitate comparison of values between centres.
Evolution charts
Section titled “Evolution charts”Changes created and implemented (cumulative)
Section titled “Changes created and implemented (cumulative)”Shows the month-by-month evolution of the cumulative number of changes created (by their creation date) and changes implemented (by their implementation date).
Changes created and implemented (per month)
Section titled “Changes created and implemented (per month)”The same information without accumulation: how many changes are created and how many are implemented each month.
Frequently asked questions
Section titled “Frequently asked questions”When is a change considered closed?
When it has reached its final status, that is, when it reaches implementation or is completed. The closure percentage is the proportion of closed changes over the total.
What counts as a pending action?
Any document not yet provided, any authorisation (planning, execution or implementation) not yet granted, and any check not yet performed.
For which changes is the average duration calculated?
For changes that already have an implementation date, measuring the days between their creation date and that implementation.
Which date is used in the date filter?
The change creation date.
Why does the changes card show the same number as open and total?
In the current version of the dashboard, that card shows the total changes in your scope both as the main value and as the reference value, so both match. To distinguish open and closed, look at the changes by status chart and the closure percentage column in the table.
Does the “Open MOCs” column in the table count open changes?
Despite its title, that column reflects the changes in the centre that have already reached their closing status (implementation or completed). Keep this in mind when interpreting it.
Why does a change appear as “Rejected” if it is actually completed?
Due to how statuses are labelled in this dashboard, a change that has reached its final status may appear under the “Rejected” label in the status distributions. If you need reliable detail of a specific change’s status, check its record.
Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only changes from the companies, centres, sections and positions you have access to are included.